Paula Bohan Email & Phone Number

Fowey, England, United Kingdom

Calling the back book of business for one of the largest Estate Agents in South West. Enquiring as to current status, possible plans for selling and arranging for up to date Market Appraisals. Logging and answering emails from prospective vendors. Supporting local sales offices with reviews and follow ups.

Fowey, Cornwall

My partners mental health worsened during the time I was running my shop and eventually I was forced to give up the shop and become a full time carer. This is an ongoing role that I still perform to current day. As a carer to my partner for his mental health issues arising from CPTSD & PTSD diagnosis.Tasks involve but are not limited to;• Assisted in daily personal care routines for improved wellbeing.• Obtain shopping and prescriptions.• Transported and accompanied partner to appointments.• Offered compassionate physical and emotional support to partner,enhancing overall health and wellbeing.• Completed laundry, ironing and dry cleaning and all other householdtasks necessary.• Facilitated payments for rent, electricity and water bills and allhousehold bills.• Cooked meals to meet dietary requirements.

Fowey, Cornwall

I took on some part time domestic cleaning that worked around my partners care needs.The tasks included but are not limited too;• Worked with clients to identify priority tasks for timely completion.• Hoovered and steamed carpets, and upholstered furniture, ifrequested.• Moped/steam cleaned floors, as requested.• Changed bedding and tidied away clothing from clean laundry.• Thoroughly cleaned, disinfected bathroom and kitchen areas.• Processed laundry, paying special attention to care instructions for appropriate garment cleaning.• Consistently met high quality standards for continued customer satisfaction and loyalty.• Communicated with clients to follow up on completed jobs and verify full satisfaction.I also pet sat for cats and dogs as and when the clients required my assistance.

Mevagissey, Cornwall

I established my business following an inheritance received at the beginning of 2017. I used my personal funds to open a small deli shop in Mevagissey.This included a revamp of the rented area and purchase of bespoke shelving.Coordination of the construction with the help of a local builder and brought my little business to life.Other tasks thereafter included;• Shop set up and initial stock purchases.• Investigated and set up supplier accounts. Managed said accounts inclordering, and liaising with suppliers to secure adequate stock in linewith product demand.• Labelled and priced items to facilitate easy checkout.• Presented deli stock creatively in display units and on counters.• Adhered to food handling and sanitation procedures.• Quality checked products to safeguard customer health and safety.• Managed temperature-controlled storage environments through stockrotation.• Controlled stock and minimised expiration losses.• Enhanced new product awareness by posting engaging images to socialmedia accounts.• Researched and identified potential business opportunities inuntapped markets to drive revenue.• Launched new products with marketing.• Planned expansions to product offerings based on client feedback.• Recommended new ranges of meats and cheeses based on customerpreferences.• Greeted customers, qualified purchase needs and offered appropriateproduct advice to guarantee satisfaction.• Demonstrated exceptional customer service by employing tailored andconsultative sales approach.• Oversaw budget management and accounts to keep to financial targets

Cornwall, England, United Kingdom

Anticipated and identified bereavement needs of families and carers.• Facilitated referrals to external agencies to address complex financial,legal or housing issues.• Liaised between patients and family, medical care team andcommunity organizations to coordinate care.• Developed strong and trusting rapport with each client to facilitatebest care possible.• Assessed social care needs of patients and families to connect withresources.• Managed medications and oversaw compliance with personaltreatment plans.• Enforced adherence to data protection policies, safeguarding sensitiveinformation.• Used paper and computerised case recording systems to trackcasework and patient data.

St. Helier, Jersey

• Reviewing and on-boarding managed entities to the company • Dealing with both high risk and low risk clients• Reviewing and advising on CDD and AML requirements• Signing off reviews by junior staff• Supporting and guiding junior staff.

St. Helier, Jersey

Review of low/medium/high risk account applicants but primarily high risk• Correlate all necessary CDD requirements/documents• Perform relevant back ground checks and screening as part of opening• Key into system and Approve opening on low/medium risk and makingrisk based decisions• Correlate reports and present recommendation to high risk committeefor business acceptance• Oversight of high risk remediation project• Taking lead and chasing clients advising of possible account closure• Client liaison via email or phone to apply CDD requirements• Including client office visits to review CDD held by them and samplestandards of documents• Involvement in improving and updating procedures and guidance• Advising compliance of areas that warranted improvement andembellishment• Drawing on banking experience• Assist the team leader with the higher risk clients and support trainingof two junior new members of staff.

St. Helier, Jersey

Reviewing applicants to the bank for both corporate and individual accounts• Ensuring full CDD/IDV criteria is met and all relevant documents are submitted (including tax documentations with correct data completed)• Understanding the clients profile to include investigating source of funds and source of wealth• Performing checks on applicants utilising the preferred systems• 4 eye check system to ensure minimal errors• Issuing account numbers and uploading all documents to relevantsystems• Ensuring all documents clearly identified and linked to client profilescreated• Fielding CDD driven queries from client advisors within the bank andconstant dialogue with compliance/risk on making risk basedapproach decisions

St. Helier, Jersey

Undertaking full and thorough review of corporate applicants, with the ability to identify areas of special focus/high risk• Completing account opening KYC reviews and obtaining all regulatory information and DD in relation to business acceptance. • Demonstrating a high standard of risk avoidance policies and practices such as customer acceptance procedures, cross border policy, financial crimes, prohibitions and sanctions policy KYC, anti-money laundering policies and fraud prevention• Undertaking periodic and ongoing customer reviews to ensure compliance bank guidelines on matters such as customer acceptance, data protection, cross border policy, anti-money laundering and financial crimes, prohibitions and sanctions are adhered to• Maintain a high awareness of governance and risk procedures andcontrols and operating within such policies to ensure regulatorycompliance• Protect and promote the business and brand through adherence tocompliance policies and to all such standards, both legal andregulatory• Communicating directly with key business introducers (KBI)• Dealing with any client queries on account opening procedures andbanks regulatory requirements• Discussions/meetings with business risk, MLCO and Rm’s highlighting possible risk• Assisting RM’s and AE’s with anytechnical queries• Training and supporting new staff to the role• full accreditation and required to technically sign off files• Attending client meetings and training KBI staff, on required level ofcompletion of forms• Sanctions screening using in house systems such as Avaloq and Datanomics• Completing COA or COM• Upkeep of the CDD held on KBI• Assisting in annual review assessments of KBI• Screening of documents requested as part of document retrieval• Promoting/highlight new procedures within team to ensure fluid administration of applications• Complete reviews on trigger events• Exposure and understanding to large complex structures whetherfunds, trust or corporates